IFP Advisors’s Constellation Energy CEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Sell |
3,693
-671
| -15% | -$229K | 0.04% | 506 |
|
|
2025
Q1 | $880K | Buy |
4,364
+1,961
| +82% | +$395K | 0.03% | 591 |
|
|
2024
Q4 | $537K | Sell |
2,403
-32
| -1% | -$7.16K | 0.02% | 707 |
|
|
2024
Q3 | $633K | Sell |
2,435
-1,364
| -36% | -$355K | 0.02% | 608 |
|
|
2024
Q2 | $761K | Buy |
3,799
+1,078
| +40% | +$216K | 0.03% | 516 |
|
|
2024
Q1 | $503K | Buy |
2,721
+307
| +13% | +$56.7K | 0.02% | 607 |
|
|
2023
Q4 | $282K | Buy |
2,414
+93
| +4% | +$10.9K | 0.01% | 798 |
|
|
2023
Q3 | $253K | Sell |
2,321
-3,209
| -58% | -$350K | 0.01% | 859 |
|
|
2023
Q2 | $506K | Buy |
5,530
+80
| +1% | +$7.32K | 0.02% | 649 |
|
|
2023
Q1 | $229K | Sell |
5,450
-2,486
| -31% | -$104K | 0.01% | 894 |
|
|
2022
Q4 | $341K | Buy |
7,936
+896
| +13% | +$38.5K | 0.01% | 1076 |
|
|
2022
Q3 | $306K | Buy |
7,040
+1,215
| +21% | +$52.8K | 0.01% | 1186 |
|
|
2022
Q2 | $252K | Hold |
5,825
| – | – | 0.01% | 1168 |
|
|
2022
Q1 | $252K | Buy |
+5,825
| New | +$252K | 0.01% | 1168 |
|